@MDSHIFT

Question

I am writing a calc script for Hyperion Planning 11.1.1.2 that will calculate new maintenance revenue for 15 months based on on accumulation of license revenue with a 60 day delay.
A simple example is:
Year 1 Jan = 0
Feb = 0
Mar = Jan * rate
Apr = Jan * rate + Feb * rate
May = Jan * rate + Feb * rate + Mar * rate
ETC.....
Year 2 Jan = (Jan * rate + Feb * rate + Mar * rate .... Nov * rate of Year 1)
Feb = (Jan * rate + Feb * rate + Mar * rate .... Dec * rate of Year 1)
Mar = (Jan * rate + Feb * rate + Mar * rate .... Dec * rate of Year 1) + Jan * rate of Year 2
I am using @PRIOR to get data that is in the same year as the month that I am calculating and @MDSHIFT to gather data from the prior year.
I am fixing on either all level 0 members or a specific level 0 member.
A portion of my calc is below:
FIX (@levmbrs("Division",0), @LEVMBRS ("Channel",0), @levmbrs("Industry",0), @levmbrs("location",0))
FIX ("E_HSI_Input", @levmbrs("Department",0), "Loc_Curr")
"4350_New_Maint"(
IF(@ISMBR(&RollFcstBegYr))
"4350_New_Maint" -> "D0200" = (@PRIOR(("4000" -> "D0100"),2)
*(@PRIOR(("4350_Rate" -> "E_None" -> "D0000" -> "L000" -> "Ind000" -> "C0" -> "Loc_Curr"),2) / 12))
+ @PRIOR ("4350_New_Maint" ->"D0200",1);
     ELSEIF(@ISMBR(&RollFcstEndYr) and @ISMBR("Jan"))
     "4350_New_Maint" -> "D0200" = @MDSHIFT (("4000" -> "D0100"), -1, "Fiscal_Year",,11,"Time_Period",)
*((@MDSHIFT(("4350_Rate" -> "E_None" -> "D0000" -> "L000" -> "Ind000" -> "C0" -> "Loc_Curr" -> "Nov"),-1,"Fiscal_Year",)) / 12)
+ @MDSHIFT("4350_New_Maint",-1,"Fiscal_Year",,11,"Time_Period",);
     ELSEIF(@ISMBR(&RollFcstEndYr) and @ISMBR("Feb"))
"4350_New_Maint" -> "D0200" = @MDSHIFT (("4000" -> "D0100"), -1, "Fiscal_Year",,11,"Time_Period",)
*((@MDSHIFT(("4350_Rate" -> "E_None" -> "D0000" -> "L000" -> "Ind000" -> "C0" -> "Loc_Curr" -> "Dec"),-1,"Fiscal_Year",)) / 12)
+ @PRIOR ("4350_New_Maint",1);
     ELSE
     "4350_New_Maint" -> "D0200" = (@PRIOR(("4000" -> "D0100"),2)
*(@PRIOR(("4350_Rate" -> "E_None" -> "D0000" -> "L000" -> "Ind000" -> "C0" -> "Loc_Curr"),2) / 12))
+ @PRIOR ("4350_New_Maint" ->"D0200",1);
     ENDIF;)
The &RollFcstBegYr substitution variable is set to my year 1 and works fine. Where I am having trouble is getting the Jan and Feb portions of &RollFcstEndYr (which is my year 2) to work correctly.
I am putting in rates at L000, Ind000, and C0 which are level 0 members of my location, industry and channel dimensions. The revenue that the calc is looking for might be sitting in another location, industry or channel.
What I want the calc to do is take the rate at L000, Ind000 and C0 and multiply it times the revenue number at all of the level 0 members of location, industry and channel. It is not doing that. It is only calculating where the revenue is also sitting at L000, Ind000 can C0, not the other intersections.
Any help with resolving this will be GREATLY appreciated.

Answer 1

I have it shifting on year also because I want it to get the rate that was entered in the same period as the revenue (i.e.: Nov year 1 rev * Nov year 1 rate). My rate and revenue by period is coming back fine as long as I look at the intersections only where there is a rate. It's something with the different locations, industries, and channels. Even though it looks to me like it should work on all level 0 members it is not. I'm thinking I've somehow limited it to only the intersections that have an actual rate entered, when I want the rate applied to all level 0 members. I just don't see what's causing that.